Gary Dugan
Gary Dugan
companies feels splitting stands taken
Anything that stands still feels like it is going to get taken over. It's interesting how these companies are splitting out.
european falls finally lead mirror stocks wall
This could finally lead to a sell-off in U.S. equities. And then European stocks would mirror falls on Wall Street.
balance european forecasts performance profit quarter
By the end of the first quarter you will have had upgrades to profit forecasts, upgrades to GDP forecasts and upgrades to peoples expectations for the performance of European equities into the balance of the year.
across board downside ground percent troops
If ground troops go in there could be between a 5 and 10 percent downside across the board for equities.
demand domestic good improvement return signs starting
Domestic demand is starting to see signs of good improvement. We will still get a good return from Japan.
boost catalyst further needs
It needs a further catalyst to boost the market.
easy environment mistakes
It's easy to look back and say mistakes were made, but it was a very competitive environment.
certainly consistent excited picture prices share
The Vodafone picture is disappointing, but consistent with the industry. We've certainly not been excited about the sector. Consistent disappointments -- that's when share prices suffer.
consistent picture
The Vodafone picture is disappointing, but consistent with the industry.
banking chinese good looking offering
If you're looking at the Chinese banking market, it's underdeveloped, offering good opportunities for growth.